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TMUS

T-Mobile Us Inc

BUY 2026-08-29 Data 14 days old USD 180.50 Communication Services - Telecommunications ServicesAWAIT ENTRY
ACTIONABLEMethodology gates passed
74

Position levels

Currenttoday
USD 180.50
Buy <=wait / entry
USD 170.00
Trim >=take some off
USD 210.00
Thesis breakThe investment thesis would be invalidated if T-Mobile reports a sustained decel...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case43%100 / 10043.0
Base case49%62 / 10030.4
Bear case8%10 / 1000.8
Weighted conviction74 / 100 - BUY

Top risks

  • M&A activity including acquisitions of UScellular Wireless Business, Vistar Media, Blis Holdco, and Ka'ena Corporation
  • Raised 2026 adjusted free cash flow guidance to $18.4-18.8 billion
  • Q2 2026 earnings beat with diluted EPS of $2.99 vs consensus $2.58 and service revenues up 9% YoY
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.